Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significantly cut down the time and friction in onboarding, and improve delivery and client satisfaction as well, through automation. You can connect with James on Linkedin here.
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How To Automate Service Client Onboarding | James Rose